# Remote Work Monitoring Proportionality Assessment Template

## Organisation Details

| Field | Value |
|-------|-------|
| Organisation | [Atlas Manufacturing Group] |
| Assessment Date | [DD/MM/YYYY] |
| Assessor | [Name, Title] |
| Remote/Hybrid Workers Affected | [Number] |
| Jurisdictions | _________ |

## Proposed Monitoring Technologies

| Technology | Proposed? | Proportionate? | Decision |
|-----------|:---------:|:--------------:|----------|
| Screen capture / recording | [ ] Yes [ ] No | **No** — Disproportionate | Do not deploy |
| Webcam monitoring | [ ] Yes [ ] No | **No** — Disproportionate | Do not deploy |
| Keystroke logging | [ ] Yes [ ] No | **No** — Disproportionate | Do not deploy |
| Mouse / activity tracking | [ ] Yes [ ] No | **No** — Generally disproportionate | Do not deploy |
| AI productivity scoring | [ ] Yes [ ] No | **No** — Disproportionate | Do not deploy |
| Application usage monitoring | [ ] Yes [ ] No | **May be** — with conditions | Deploy only with safeguards |
| Login/logout & VPN logging | [ ] Yes [ ] No | **Yes** — Low intrusiveness | May deploy |

## Output-Based Alternative Assessment

| Question | Answer |
|----------|--------|
| Can objectives be achieved through output-based management? | [ ] Yes [ ] No |
| Are clear, measurable objectives set per employee? | [ ] Yes [ ] No |
| Are regular 1:1 check-ins in place? | [ ] Yes [ ] No |
| Is a task management tool deployed? | [ ] Yes [ ] No |
| Is manager training on remote leadership provided? | [ ] Yes [ ] No |

If all answers are Yes, monitoring technology is not needed.

## Proportionality Assessment (for any technology proposed)

### Barbulescu Factor Analysis (heightened standard for home context)

| Factor | Score (1-5) | Notes |
|--------|:-----------:|-------|
| 1. Prior notification | _____ | Have employees been informed? |
| 2. Extent of monitoring | _____ | What is captured? Home environment risk? |
| 3. Legitimate reasons | _____ | Specific, documented objective? |
| 4. Less intrusive alternatives | _____ | Output-based management considered? |
| 5. Consequences | _____ | Can data lead to adverse decisions? |
| 6. Safeguards | _____ | Access controls, retention, grievance? |

### Home Context Risk Assessment

| Risk | Likelihood | Severity | Mitigation |
|------|-----------|----------|------------|
| Capture of family members (incl. children) | _________ | _________ | _________ |
| Capture of personal/sensitive content | _________ | _________ | _________ |
| Intrusion into private home environment | _________ | _________ | _________ |
| Chilling effect on personal activities | _________ | _________ | _________ |

## Decision

| Outcome | Detail |
|---------|--------|
| Monitoring approved? | [ ] Yes (proportionate measures only) [ ] No (output-based management instead) |
| Approved technologies | _________ |
| Rejected technologies | _________ |
| DPIA required? | [ ] Yes (always for remote monitoring) |
| Works council consulted? | [ ] Yes [ ] N/A |

## Sign-Off

| Role | Name | Signature | Date |
|------|------|-----------|------|
| Assessor | _________ | _________ | _________ |
| DPO | _________ | _________ | _________ |
| HR Director | _________ | _________ | _________ |